Simple pricing. No surprises.

Less than a single hour
with a human advisor.

Every plan includes live quotes, unlimited dashboards, and AI portfolio analysis. Cancel anytime.

Starter
$29/mo
USD · billed monthly
  • Up to 25 holdings
  • Monthly AI analysis
  • Email reports
Pro
Most popular
$59/mo
USD · billed monthly
  • Unlimited holdings
  • Weekly AI analysis
  • Tax-loss harvesting
  • Rebalancing alerts
Premium
$99/mo
USD · billed monthly
  • Everything in Pro
  • Daily AI analysis
  • Custom strategies
  • Priority support
  • API access

Sign in first to subscribe.

Can I cancel anytime?
Yes. Cancel from your account page — no questions, no fees, no retention calls.
Do you give investment advice?
No. PortfolioPilot provides analytics and research tools. We are not a registered investment advisor.
Is my data secure?
Yes. We never see your brokerage credentials — you only enter tickers, shares, and avg cost.

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